Onboarding is the controlled path that takes a worker from a first application to approved for your site, capturing every compliance step you require before anyone reaches the gate. It replaces paper and spreadsheets with one enforced pipeline you can stand behind in an audit.

This guide covers:

• Setting up a worker’s account and starting their application against a site and workflow
• Completing the configured steps — personal details, job detail, contacts, health and declarations
• Submitting the application for approval
• Approving or rejecting with a reason, then activating site access and assigning any e-learning

Configure a workflow once and every worker follows the same path, with a dated record of all they provided and agreed to.

💡 Power User Insight: Set a short general induction as a parent workflow and hang role-specific inductions off it. Personal details carry across, so nothing is re-entered — and each site’s rules stay independent.